Julie Alcala

Wealth Planner, CPA, CFP®
+1 312 364 8065
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Julie Alcala is a wealth planner in William Blair’s Investment Counseling group where she works with high-net-worth families, business owners, corporate executives, foundations, and endowments in the review of investment and spending policies and wealth planning issues.

Prior to William Blair, Julie worked at Credit Suisse as a Vice President in their Family Wealth Management Group. Prior to that, she worked in public accounting at Deloitte and Andersen serving high-net-worth individuals.

Julie received her B.S. degree from Indiana University.

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